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Remote Ria Jobs in Arizona (NOW HIRING)

The French Agency

*Remote* Tax Manager in US

Tempe, AZ · On-site +1

$90K - $150K/yr

Computer proficiency with software programs such as RIA Checkpoint, UltraxTax, Workpapers, Practice Management, QuickBooks, Microsoft Excel and Microsoft Word. Rewards + Benefits + Compensation

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Remote Ria information

What is the difference between Remote Ria vs Remote Financial Advisor?

AspectRemote RiaRemote Financial Advisor
CredentialsSeries 7, 63/65, CFP (optional)Series 7, 63/65, CFP (often required)
Work EnvironmentRegistered Investment Advisor firm, compliance-focusedIndependent or firm-based, client-facing
Industry UsageFinancial planning, investment managementFinancial planning, wealth management
Common Search IntentRemote Ria vs Remote Financial Advisor

Remote Rias typically focus on investment management and compliance, often working within registered firms, while Remote Financial Advisors may have a broader client-facing role in financial planning. Both roles require similar certifications, but their focus and work environment differ slightly, catering to different client needs within the financial industry.

What are Remote RIAs?

Remote RIAs are Registered Investment Advisors who provide financial planning and investment management services to clients entirely online or from a remote location, rather than in a traditional office setting. They use digital platforms to communicate, manage portfolios, and deliver advice, making financial services more accessible and convenient for clients regardless of location. This setup allows RIAs to serve a broader client base while also offering flexibility in their work environment.

What are the key skills and qualifications needed to thrive as a Remote RIA (Registered Investment Advisor), and why are they important?

To thrive as a Remote Registered Investment Advisor (RIA), you generally need strong financial analysis skills, investment management expertise, and relevant certifications like the Series 65 or CFP. Familiarity with portfolio management software, financial planning tools, and secure communication platforms is essential for remote work. Excellent client communication, trustworthiness, and self-motivation are standout soft skills in this role. These qualifications are crucial for providing sound investment advice, maintaining regulatory compliance, and building strong client relationships in a remote environment.

What are some common challenges faced by Remote RIA (Registered Investment Advisor) professionals and how can they be managed?

Remote RIAs often face challenges such as building strong client relationships without face-to-face interactions, managing compliance requirements across different jurisdictions, and staying updated with evolving financial regulations. To manage these, professionals typically leverage secure digital communication tools, implement robust compliance software, and participate in regular training or industry webinars. Additionally, setting clear communication protocols and maintaining a structured daily routine can help streamline client management and ensure regulatory adherence while working remotely.
What are the most commonly searched types of Ria jobs in Arizona? The most popular types of Ria jobs in Arizona are:
What are popular job titles related to Remote Ria jobs in Arizona? For Remote Ria jobs in Arizona, the most frequently searched job titles are:
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What cities in Arizona are hiring for Remote Ria jobs? Cities in Arizona with the most Remote Ria job openings:
Remote Ria jobs near you
*Remote* Tax Manager in US

*Remote* Tax Manager in US

The French Agency

Tempe, AZ • On-site, Remote

$90K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Job description

Position: Tax Manager -
100% Remote within the US and would love Big 4 background if possible
Salary: $90k to $150k depending on experience and qualifications
Schedule: Monday to Friday and REMOTE, Work from home
Location: Tempe, Arizona - close to the airport
As a Tax Manager, you will provide guidance on the tax implications of business investments and transactions, oversee client engagements, and develop and implement tax-efficient structures for US investments. You will direct and assist in the compliance aspects of US tax for corporations, partnerships, LLCs, S-Corps, and individuals. Ensure tax filings comply with standards regarding property investments, income, and allocations. Provide technical tax expertise regarding rax-efficient structures and planning. Research and manage complex tax planning and compliance. Respond to inquiries from regulatory authorities, and work closely with senior management in mentoring, supervising, and evaluating staff..
Basic Qualifications:
  • Bachelor degree in accounting required
  • CPA license required
  • 5-10 years tax experience including tax planning, compliance, and preparation
  • 1+ years of management experience
  • Thorough knowledge of the tax impact of various investments on individuals and their businesses
  • Ability to manage multiple clients and firm responsibilities simultaneously
  • Strong organizational, time management and follow through skills
  • Excellent verbal and written communication skills
  • Integrity, dependability, and trustworthiness

Preferred Qualifications:
  • Masters degree in Taxation or Accountancy
  • Big 4 firm experience preferred
  • Computer proficiency with software programs such as RIA Checkpoint, UltraxTax, Workpapers, Practice Management, QuickBooks, Microsoft Excel and Microsoft Word.

Rewards + Benefits + Compensation
  • Bonus potential up to 10% base of salary
  • 100% company-paid medical, dental, vision, life, short-term, and long-term insurance effective on hire date
  • 5 weeks of PTO and increases with tenure
  • Nine (9) company holidays
  • One (1) community service day
  • New employee referral bonus programs up to $10K
  • 401K plan with company match (50% match up to 6% of annual salary)
  • Annual Health and Fitness subsidy up to $250
  • Annual phone allowance $600
  • Annual Technology Reimbursement up to $500
  • Annual Sam's Club or Costco Membership up to $60
  • Paid sabbatical leave after 5 years of employment
  • Paid parental leave after 2 years of employment
  • Education and seminar loan program
  • CPA exam reimbursement
  • AZU football suite
  • Endless opportunities for growth

Apply